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FXAIX vs MSOAX
FXAIX vs MSOAX Comparison
Open Charts FXAIX vs MSOAX
NYLI WMC Enduring Capital
Price$38.62
Change+$2.56 (+7.10%)
VolumeN/A
Net Assets473.73M
FXAIX vs MSOAX Comparison Chart
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FXAIX vs. MSOAX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FXAIX is a Buy and MSOAX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MSOAX (474M). FXAIX pays higher dividends than MSOAX: FXAIX (1.30) vs MSOAX (0.25). FXAIX was incepted earlier than MSOAX: FXAIX (14 years) vs MSOAX (27 years). MSOAX (0.94) is less costly to investors than FXAIX (0.01). MSOAX is a more actively managed with annual turnover of: 7.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than MSOAX: FXAIX (0) vs MSOAX (15000). MSOAX annual gain was more profitable for investors over the last year : -2.93 vs. FXAIX (-3.10). FXAIX return over 5 years is better than : 92.75 vs. MSOAX (72.12).
| FXAIX | MSOAX | FXAIX / MSOAX | |
| Total Expense Ratio | 0.01 | 0.94 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -15.000 | -5.155 | 291% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 474M | 126,160% |
| Annual Yield % from dividends | 1.30 | 0.25 | 513% |
| Returns for 1 year | -3.10 | -2.93 | 106% |
| Returns for 3 years | 16.20 | 9.73 | 167% |
| Returns for 5 years | 92.75 | 72.12 | 129% |
| Returns for 10 years | 159.34 | 82.96 | 192% |
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